-41.2%
TECH vs GRMN
+122.2%
-163.4%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | +0.2% | +4.7% | -4.6% | -2.3% |
| 30D | +0.3% | +3.4% | -3.1% | -1.8% |
| 3M | +1.3% | -5.0% | +6.4% | +3.3% |
| 6M | +54.0% | +18.6% | +35.4% | +37.3% |
| YTD | +24.3% | +42.5% | -18.2% | -2.0% |
| 1Y | +25.8% | +42.3% | -16.5% | -0.9% |
| 3Y | +26.0% | +158.5% | -132.5% | -36.7% |
| All | -41.2% | +122.2% | -163.4% | -69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded GRMN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling